See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,299 | $91,552-30.9% | $133,956-52.7% | $79,858-20.7% |
| Participation rate | 71.1% | 73.3%-2.3pp | 79.8%-8.8pp | 69.6%+1.4pp |
| Annual return | 24.62% | 61.85%-37.2pp | 45.09%-20.5pp | 31.71%-7.1pp |
| Employer contribution / active EE | $945 | $2,384-60.4% | $3,919-75.9% | $2,471-61.8% |
| Participant deferral / active EE | $3,290 | $3,733-11.9% | $5,048-34.8% | $3,740-12.0% |
| Admin fee / account holder | $2,424 | $6,321-61.6% | $8,927-72.8% | $5,306-54.3% |